SEC Form 13F

Copia Wealth Management 13F Holdings

Report period2026-06-30
Publicly available2026-08-19
Reported value$166,474,257
Positions570

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STRIVE ENHANCED INCOME SHORT MATURITY ETFBUXXETF$10,476,669517,622
ELDRIDGE AAA CLO ETFCLOXETF$7,566,236295,383
VANGUARD RUSSELL 2000 ETFVTWOETF$5,796,71247,741
STATE STREET SPDR PORTFOLIO S&P 500 ETFSPYMETF$5,590,57463,616
ISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXCETF$5,329,93252,101
ELDRIDGE BBB-B CLO ETFCLOZETF$4,945,983187,206
ISHARES 0-5 YEAR TIPS BOND ETFSTIPETF$4,631,93445,340
SPDR GOLD SHARESGLDETF$4,431,60812,030
F/M US TREASURY 3 MONTH BILL FUNDTBILETF$3,601,08972,224
STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETFSLYGETF$3,599,27530,213

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page